SageView Advisory Group’s FS KKR Capital FSK Stock Holding History

SageView Advisory Group’s Portfolio FSK Stock Details FSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$146K	Hold	13,896	–	–	﹤0.01%	610
2026 Q1	$141K	Sell	13,896 -1,163	-8%	-$14.6K	0.01%	579
2025 Q4	$223K	Hold	15,059	–	–	0.01%	561
2025 Q3	$225K	Sell	15,059 -7,141	-32%	-$135K	0.01%	597
2025 Q2	$485K	Buy	22,200 +445	+2%	+$9.07K	0.02%	375
2025 Q1	$456K	Sell	21,755 -1,143	-5%	-$25.6K	0.02%	365
2024 Q4	$497K	Buy	22,898 +1,141	+5%	+$23.9K	0.02%	344
2024 Q3	$429K	Sell	21,757 -3,137	-13%	-$62.3K	0.02%	324
2024 Q2	$491K	Buy	+24,894	New	+$489K	0.02%	341
2024 Q1	–	Sell	-90,425	Closed	-$1.87M	–	593
2023 Q4	$1.87M	Buy	90,425 +34,659	+62%	+$681K	0.08%	150
2023 Q3	$1.1M	Buy	55,766 +2,568	+5%	+$51.3K	0.06%	198
2023 Q2	$1.02M	Buy	53,198 +7,281	+16%	+$138K	0.06%	222
2023 Q1	$849K	Buy	45,917 +21,391	+87%	+$405K	0.05%	232
2022 Q4	$429K	Buy	+24,526	New	+$456K	0.03%	260

Other funds holding FSK

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

SPC

Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

SageView Advisory Group's FSK Position: Q2 2026 in Review

SageView Advisory Group held its FS KKR Capital (FSK) position steady in Q2 2026 at 13,896 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

SageView Advisory Group first reported a position in FSK in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.87M in Q4 2023. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

SageView Advisory Group held 13,896 shares of FS KKR Capital worth $146K as of Q2 2026.
SageView Advisory Group left its FS KKR Capital share count unchanged in Q2 2026.
FS KKR Capital made up ﹤0.01% of SageView Advisory Group's portfolio in Q2 2026, its #610 holding.
SageView Advisory Group first reported a position in FS KKR Capital in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's FS KKR Capital position peaked at $1.87M in Q4 2023.
440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.